We are live on ! Find out more
VVV icon

Valvoline

432 hedge funds and large institutions have $4.47B invested in Valvoline in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 155 increasing their positions, 152 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $7.7M | Put options by funds: $2.69M

2% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 152

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.03% less ownership

Funds ownership: 96.25%96.22% (-0.03%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 439432 (-7)

14% less capital invested

Capital invested by funds: $5.19B → $4.47B (-$726M)

Holders
432
Holders Change
-7
Holders Change %
-1.59%
% of All Funds
5.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
61
Increased
155
Reduced
152
Closed
62
Calls
$7.7M
Puts
$2.69M
Net Calls
+$5.01M
Net Calls Change
+$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
51
Man Group
United Kingdom
$18.4M +$13.1M +328,180 +181%
Mawer Investment Management
52
Mawer Investment Management
Alberta, Canada
$18.1M +$2.5M +62,493 +14%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$18M -$1.73M -43,135 -8%
Assenagon Asset Management
54
Assenagon Asset Management
Luxembourg
$17.3M +$19.2M +479,260 New
Natixis Advisors
55
Natixis Advisors
Massachusetts
$17M +$1.91M +47,662 +11%
UBS AM
56
UBS AM
Illinois
$16.9M +$970K +24,245 +5%
CWM
57
Congress Wealth Management
Massachusetts
$14.9M -$307K -7,667 -2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$14.7M -$463K -11,567 -3%
JP Morgan Chase
59
JP Morgan Chase
New York
$14.1M -$6.47M -161,710 -29%
Millennium Management
60
Millennium Management
New York
$13.2M -$1.76M -43,913 -11%
SIC
61
Schwartz Investment Counsel
Michigan
$12.7M -$14M -350,000 -50%
COA
62
Charter Oak Advisors
New York
$11.7M +$12.9M +323,458 New
Principal Financial Group
63
Principal Financial Group
Iowa
$10.9M -$30.6K -764 -0.3%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$10.9M -$590K -14,746 -5%
SAM
65
Silvercrest Asset Management
New York
$10.2M +$540K +13,495 +5%
Raymond James Financial
66
Raymond James Financial
Florida
$9.42M +$10.4M +260,362 New
CIM
67
Confluence Investment Management
Missouri
$9.1M +$10.1M +251,391 New
Swiss National Bank
68
Swiss National Bank
Switzerland
$8.71M +$68K +1,700 +0.7%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$8.62M -$200K -5,000 -2%
SFI
70
Susquehanna Fundamental Investments
Pennsylvania
$8.52M +$9.42M +235,481 New
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$7.57M -$51K -1,274 -0.6%
Legal & General Group
72
Legal & General Group
United Kingdom
$7.52M +$36.5K +913 +0.4%
PCM
73
Peregrine Capital Management
Minnesota
$7.41M +$147K +3,664 +2%
Barclays
74
Barclays
United Kingdom
$7.19M +$5.81M +145,205 +271%
HFS
75
Hantz Financial Services
Michigan
$6.86M -$1.38M -34,451 -15%

VVV Hedge Fund Activity: Q4 2024 in Review

432 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q4 2024, worth a combined $4.47B — down 14% from $5.19B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of VVV and 61 opened new positions — a net loss of 1 holder — while 152 trimmed existing stakes and 155 added.

The largest buyer was Fiduciary Management Inc, adding an estimated $43.9M. The largest seller was Wellington Management Group, cutting an estimated $81.8M.

  • 432 institutional investors held Valvoline (VVV) as of Q4 2024, down from 439 in Q3 2024.
  • Funds reported $4.47B of Valvoline stock for Q4 2024, down 14% quarter-over-quarter.
  • 61 funds opened new Valvoline positions in Q4 2024 and 62 closed out, a net change of -1 holder.
  • The largest Valvoline buyer in Q4 2024 was Fiduciary Management Inc, an estimated $43.9M added.
  • The largest Valvoline seller in Q4 2024 was Wellington Management Group, an estimated $81.8M sold.

Based on aggregated 13F filings for Q4 2024.